Civic Intelligence

Pacific Education Foundation

990PF • Fiscal year 2014 • EIN 94-2398206

Jul 01, 2013 to Jun 30, 2014 • Filed on May 15, 2015

Organization Profile

View Organization Page

220 Montgomery Street94104

(415) 398-5130

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

68th percentile

0.20x

Higher debt load relative to assets than 68% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

95th percentile

3.80x

Higher debt load relative to revenue than 95% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

4th percentile

-122%

Higher net margin than 4% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

53rd percentile

$41,010

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 45.0% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

18th percentile

-5.0%

Faster asset growth than 18% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

91st percentile

103%

Faster revenue growth than 91% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets68th percentile

Assets

Down

$1,726,784

Down $90,957 (-5.0%) from 2013

Net Assets

Down

$1,380,940

Down $90,957 (-6.2%) from 2013

Liabilities

Flat

$345,844

Flat from 2013

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin4th percentile

Revenue

Up

$91,087

Up $46,148 (+103%) from 2013

Expenses

Down

$202,025

Down $244,272 (-55%) from 2013

Net Income

Up

-$110,938

Up $290,420 (+72%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2011: $2,356,189Liabilities 2011: $383,240Net Assets 2011: $1,972,9492011Assets 2013: $1,817,741Liabilities 2013: $345,844Net Assets 2013: $1,471,8972013Assets 2014: $1,726,784Liabilities 2014: $345,844Net Assets 2014: $1,380,9402014Assets 2015: $1,566,693Liabilities 2015: $345,844Net Assets 2015: $1,220,8492015Assets 2016: $1,325,269Liabilities 2016: $211,810Net Assets 2016: $1,113,4592016Assets 2017: $1,279,020Liabilities 2017: $206,975Net Assets 2017: $1,072,0452017Assets 2018: $1,001,685Liabilities 2018: $0Net Assets 2018: $1,001,6852018Assets 2019: $903,011Liabilities 2019: $0Net Assets 2019: $903,0112019Assets 2020: $819,133Liabilities 2020: $0Net Assets 2020: $819,1332020Assets 2021: $898,375Liabilities 2021: $0Net Assets 2021: $898,3752021Assets 2022: $998,384Liabilities 2022: $0Net Assets 2022: $998,3842022Assets 2023: $972,262Liabilities 2023: $33,993Net Assets 2023: $938,2692023

Highlighted filing

2014

Assets$1,726,784
Liabilities$345,844
Net Assets$1,380,940
Open 2014 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$500K$0-$500KRevenue 2011: $230,235Expenses 2011: $268,083Net Income 2011: -$37,8482011Revenue 2013: $44,939Expenses 2013: $446,297Net Income 2013: -$401,3582013Revenue 2014: $91,087Expenses 2014: $202,025Net Income 2014: -$110,9382014Revenue 2015: $50,578Expenses 2015: $177,812Net Income 2015: -$127,2342015Revenue 2016: -$22,776Expenses 2016: $193,837Net Income 2016: -$216,6132016Revenue 2017: $34,776Expenses 2017: $144,547Net Income 2017: -$109,7712017Revenue 2018: $65,177Expenses 2018: $172,623Net Income 2018: -$107,4462018Revenue 2019: $28,755Expenses 2019: $150,520Net Income 2019: -$121,7652019Revenue 2020: $31,720Expenses 2020: $141,430Net Income 2020: -$109,7102020Revenue 2021: $44,542Expenses 2021: $95,793Net Income 2021: -$51,2512021Revenue 2022: $304,040Expenses 2022: $135,643Net Income 2022: $168,3972022Revenue 2023: $56,355Expenses 2023: $127,516Net Income 2023: -$71,1612023

Highlighted filing

2014

Revenue$91,087
Expenses$202,025
Net Income-$110,938
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 15, 2015
Return Version
2013v4.0
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard RodriguezTrusteePT$41,010-$41,010
Aaron BrownTrusteePT$40,717-$40,717
Kathleen GillamChair/TrusteePT$38,907-$38,907
Filing and Contact Details

Filer

EIN
94-2398206
Phone
4153985130

Signing Officer

Name
Kathleen Gillam
Title
Chair/Trustee
Signed
2015-05-15
Discuss with paid preparer
No

Preparer

Preparer
Carol Duffield
Phone
4159830200
Raw XML Appendix372 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt03465
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Tax Preparation Fees
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt03465
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
CompensationExplanation/CompensationExplanationGrp/PersonNm0Aaron Brown
CompensationExplanation/CompensationExplanationGrp/PersonNm1Richard Rodriguez
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0Trustee fees are paid to the trustee's respective company rather than to the individual trustee.
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1Trustee fees are paid to the trustee's respective company rather than to the individual trustee.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt026520
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt131712
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt223970
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt326110
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt425416
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt528908
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt626270
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt730900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt823980
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt933360
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1025293
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1127507
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1214220
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1331428
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1446170
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1526790
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1634292
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1736260
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1826327
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1924290
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2043803
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2124540
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2229715
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2332320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt245167
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2525620
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt026520
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt131712
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt223970
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt326110
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt425416
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt528908
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt626270
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt730900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt823980
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt933360
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1025293
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1127507
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1214220
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1331428
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1446170
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1526790
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1634292
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1736260
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1826327
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1924290
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2043803
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2124540
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2229715
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2332320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt245167
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2525620
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AT&T, 750 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Automatic Data, 400 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Blackrock Inc, 75 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Chevron Corp, 200 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Coca-Cola Co, 600 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5General Electric Co, 1,100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6General Mills Inc, 500 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Intel Corp, 1,000 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Kraft Foods, 400 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9Microsoft Corp, 800 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10Philip Morris Intl Inc, 300 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11Procter & Gamble Co, 350 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12Rayonier Inc, 400 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13JPMorgan Chase & Co, 600 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14SPDR S&P Intl Div, 900 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15Ares Capital Corp, 1,500 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16Conocophillips, 400 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17Kinder Morgan Inc, 1,000 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18Mondelez International, 700 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19Senior Housing Ppty Trust, 1,000 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20IShares Emerging Mkts, 900 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21Abbott Labs, 600 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22Hatteras Financial Corp, 1,500 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23Hercules Tech, 2,000 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24Rayonier Adv Mats, 133.333 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25Advisorshares Trimtabs, 500 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt025700
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt126220
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt231110
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt323160
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Nuveen Equity Premium Opp Fund, 2,000 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Nuveen Equity Premium Inc Fd, 2,000 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2Jackson Nat'l Life, Annuity
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ING Prime Rate Trust, 4,000 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4Eaton Vance, 3,000 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5Voya Prime, 4,000 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt025700
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt126220
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt231110
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt323160
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt090880
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt047
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt090927
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt090927
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03465
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03465
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt090880
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0120634
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0120634
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt065000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt065000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0160
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-110938
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt090880
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt047
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt047
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt090880
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt090770
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt07242
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt07242
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt05527
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0157
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt05684
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0201868
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0157
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0202025
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt090927
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt091087
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0136868
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0157
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0137025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt090880
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-110938
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt019981
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01380940
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01471897
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01380940
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt067652
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt067652
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt067652
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt069467
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01815
IRS990PF/DistributableAmountGrp/TotalTaxAmt01815
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt041
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01815
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01815
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01815
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01856
IRS990PF/FMVAssetsEOYAmt01726784
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0110115
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt038187
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt038187
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0507751
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0730888
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0730888
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0354044
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0354044
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0354044
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0634287
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0106190
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0106190
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0345844
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0345844
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt022782
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0188762
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0497475
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0497475
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01817741
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01726784
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01726784
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0345844
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0345844
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01817741
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01726784
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01471897
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01380940
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt01471897
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt01380940
IRS990PF/InitialReturnFormerPubChrtyInd0X
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01410492
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0261614
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01148878
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt021157
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt069467
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01389335
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01410492
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt012.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt112.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt212.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt040717
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt138907
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt241010
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Aaron Brown
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Kathleen Gillam
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Richard Rodriguez
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Chair/Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10505 Montgomery St Ste 1100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine11505 Montgomery St Ste 1100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine12505 Montgomery St Ste 1100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City2San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode094111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode194111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode294111
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0201868
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0201868
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0201868
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10220 Montgomery Street Ste 1100
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0SF
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode094104
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10Kathleen Gillam
IRS990PF/StatementsRegardingActyGrp/PhoneNum04153985130
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0pacedfoundation.com
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt030000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt135000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Cohort Group
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0College Track
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm110000 Degrees
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10436 14th street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11781 Lincoln Ave Ste 140
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0Oakland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1San Rafael
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode094612
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode194901
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt065000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt067652
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt067652
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0134216
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0134216
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0201868
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0134216
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0134216
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt03164
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1350880
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Accrued Interest
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Restricted Cash Account
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt03164
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1350880
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt03164
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1350880
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Misc Operating Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Telephone
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt13380
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2563
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt31549
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0157
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0157
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt135
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt23380
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3563
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt41549
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0345844
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Workmen's Comp Claims
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0345844
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Kathleen Gillam
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chair/Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10Pacific Education Foundation
ReturnHeader/Filer/BusinessNameControlTxt0PACI
ReturnHeader/Filer/EIN0942398206
ReturnHeader/Filer/PhoneNum04153985130
ReturnHeader/Filer/USAddress/AddressLine10220 Montgomery Street
ReturnHeader/Filer/USAddress/City0San Francisco
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094104
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Fontanello Duffield & Otake LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1044 Montgomery Street Suite 1305
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0San Francisco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode094104
ReturnHeader/PreparerPersonGrp/PhoneNum04159830200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Carol Duffield
ReturnHeader/ReturnTs02015-05-15T08:49:15-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,726,784
Liabilities
$345,844
Net assets
$1,380,940
Revenue
$91,087
Expenses
$202,025
Net income
-$110,938
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.97$0.03$0.94$0.06$0.13$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.30$0.14$0.17
2021Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.04$0.10$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.03$0.14$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.03$0.15$0.12
2018Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.07$0.17$0.11
2017Detailed filing. Detailed filing data is available for this year.$1.28$0.21$1.07$0.03$0.14$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.33$0.21$1.11$0.02$0.19$0.22
2015Detailed filing. Detailed filing data is available for this year.$1.57$0.35$1.22$0.05$0.18$0.13
2014Detailed filing. Detailed filing data is available for this year.$1.73$0.35$1.38$0.09$0.20$0.11
2013Summary only. Only limited summary data is available for this year.$1.82$0.35$1.47$0.04$0.45$0.40
2011Summary only. Only limited summary data is available for this year.$2.36$0.38$1.97$0.23$0.27$0.04